Ascentis Wealth Management, LLC

Position in DFH — Dream Finders Homes, Inc.

CIK 2032602 DALLAS, TX

Position in DFH

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$4,453

+$862 QoQ

Shares Held

258

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#160

of 204 holders

Holding Since

Sep 2024

5 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $904,731 across 4 Residential Construction names. DFH ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TOL	Toll Brothers, Inc.	3,275	$539,555
2	DHI	Horton D R Inc /De/	1,818	$296,114
3	LEN	Lennar Corp /New/	714	$64,609
4	DFH	Dream Finders Homes, Inc. This page	258	$4,453

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,453	258	0.0%	Shares	Sole	2026-07-30
2026-03-31	$3,591	258	0.0%	Shares	Sole	2026-04-28
2025-12-31	$4,411	258	0.0%	Shares	Sole	2026-01-14
2025-09-30	$6,687	258	-91.1%	Shares	Sole	2025-10-24
2024-09-30	$104,864	2,896	—	Shares	Sole	2024-10-11
No filing history on record for this holder in this stock.